Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
STEPHEN B. JACOBS GROUP, PC
EIN 13-3619461Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
57
381 PARK AVENUE SOUTH, 2ND FLOOR - NEW YORK, NY 10016212-421-3712
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 57 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE STEPHEN B. JACOBS GROUP, PC 401(K) PLAN
401k
Assets$2.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE STEPHEN B. JACOBS GROUP, P. C. PENSION PLAN
TraditionalDB
Assets$2.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE STEPHEN B. JACOBS GROUP, PC 401(K) PLAN | 401k | $2.5M | 34 | 2025 | |
| 002 | THE STEPHEN B. JACOBS GROUP, P. C. PENSION PLAN | TraditionalDB | $2.4M | 23 | 2025 |
Retirement plans